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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1826
Magnolia Capital Advisors
Mississippi
$691K -$17.4K -71 -3%
AB
1827
Atlas Brown
Kentucky
$687K +$55.3K +226 +10%
OWA
1828
Opal Wealth Advisors
New York
$687K -$16.6K -68 -3%
MTIM
1829
Marathon Trading Investment Management
Pennsylvania
$687K +$563K +2,302 +1,457%
PL
1830
Plancorp LLC
Missouri
$685K +$245 +1 +0%
OPWM
1831
Oregon Pacific Wealth Management
Oregon
$685K -$121K -493 -17%
GA
1832
Goldstein Advisors
Wisconsin
$684K +$15.4K +63 +3%
CAGAS
1833
Capital Advisory Group Advisory Services
Minnesota
$683K +$10.8K +44 +2%
NB
1834
NBT Bank
New York
$682K -$2.44K -10 -0.4%
OL
1835
one8zero8 LLC
North Carolina
$681K -$73.4K -300 -11%
WAM
1836
WNY Asset Management
New York
$679K
SFS
1837
Stiles Financial Services
Minnesota
$679K +$249K +1,017 +72%
BZWA
1838
Blue Zone Wealth Advisors
California
$677K +$1.22K +5 +0.2%
LFS
1839
Legacy Financial Strategies
Kansas
$675K
PGA
1840
Portland Global Advisors
Maine
$674K +$3.18K +13 +0.5%
KIM
1841
Kane Investment Management
California
$672K +$588K +2,405 New
PFA
1842
Pathway Financial Advisors
Vermont
$672K +$588K +2,405 New
KAS
1843
KPP Advisory Services
Kentucky
$672K +$28.9K +118 +5%
FAT
1844
First American Trust
California
$670K +$5.62K +23 +1%
LAM
1845
Lingohr Asset Management
Germany
$669K +$342K +1,400 +141%
SFWC
1846
Strategic Family Wealth Counselors
New Jersey
$668K
GKFF
1847
George Kaiser Family Foundation
Oklahoma
$666K
KWM
1848
KFG Wealth Management
Indiana
$666K +$583K +2,383 New
FSA
1849
Fort Sheridan Advisors
Illinois
$664K +$26.2K +107 +5%
WCFA
1850
Walkner Condon Financial Advisors
Wisconsin
$664K +$38.4K +157 +7%